Although most people’s number-one financial goal is planning for a comfortable retirement, you may have other financial goals that you wish to include in your wealth-distribution process. Among these may be starting your own business (and perhaps subsequently selling that business), buying and selling a personal residence, purchasing a second or vacation home, or investing a windfall, such as lottery winnings or a substantial inheritance. This chapter considers all these goals in turn and, to the extent possible (you cannot really plan to win the lottery), discusses how to achieve their attainment.
- Business Owner
- Business Plan
- Limited Liability Company
- Fair Market
- Corporation Form
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© 2013 Keith R. Fevurly
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Fevurly, K.R. (2013). Planning for Other Lifetime Financial Goals. In: Plan Your Financial Future. Apress, Berkeley, CA. https://doi.org/10.1007/978-1-4302-6065-3_18
Publisher Name: Apress, Berkeley, CA
Print ISBN: 978-1-4302-6064-6
Online ISBN: 978-1-4302-6065-3